COL L ABORAT I VE DI VORCE Cindy Gle a so n & Amy J. Sko g - PowerPoint PPT Presentation

COL L ABORAT I VE DI VORCE Cindy Gle a so n & Amy J. Sko g e rso n

GE NE RAL PROCE SS  I nitia l Co nsulta tio ns  Atto rne y Pre -Brie f Me e ting & Ag e nda Pre p  F irst Jo int Me e ting  Pro fe ssio na l T e a m Po st-Brie f Me e ting  I ndividua l Me e ting s Be twe e n Clie nts & Pro fe ssio na ls  Pro fe ssio na l T e a m Pre -Brie f Me e ting  Se c o nd Jo int Me e ting  Pro fe ssio na l T e a m Po st-Brie f Me e ting  Additio na l Me e ting s a s Ne e de d to Ca se Co nc lusio n

I NI T I AL CONSUL T S WI T H AT T ORNE YS  Disc uss o ptio n a va ila b le fo r re so lving disso lutio n o f ma rria g e issue s  Ne g o tia tio n  L itig a tio n  Arb itra tio n  Me dia tio n  Co lla b o ra tive  I nc luding re q uire me nt o f Pa rtic ipa tio n Ag re e me nt a nd ro le o f pro fe ssio na l te a m me mb e rs

AT T ORNE Y PRE -BRI E F & AGE NDA PRE P  Disc ussio n re g a rding po te ntia l ne e d fo r a dditio na l pro fe ssio na l te a m me mb e rs a nd pre se nta tio n o f suc h info rma tio n to pa rtie s  F ina nc ia l Ne utra l  Me nta l He a lth Pro fe ssio na l(s)  Me dia to r  Vo c a tio na l Re ha b Spe c ia list  Appra ise r  Othe r

F I RST JOI NT ME E T I NG  Disc uss & ide ntify o the r te a m me mb e rs ne e de d  F ina nc ia l Ne utra l c o nside ra tio ns:  E duc a tio n  T ra ining  E xpe rie nc e / Re fe rra ls  Pro c e ss ' T o o ls  Co sts  E &O I nsura nc e  E sta b lish pla n fo r pro mptly no tifying & re ta ining ne w te a m me mb e rs suc h a s F ina nc ia l Ne utra l  Me e ting no te s to b e pro vide d to a ll te a m me mb e rs

PRO T E AM POST -BRI E F  I nc lude a dd'l te a m me mb e rs a g re e d upo n b y pa rtie s during jo int me e ting  Disc ussio n a s to :  E xpe c ta tio ns fo r ro le & dutie s o f pro te a m me mb e r  Pre fe rre d fo rm o f c o mmunic a tio ns b e twe e n va rio us te a m me mb e rs & pa rtie s individua lly o r jo intly  E sta b lish de a dline s b y whic h info / do c s will b e sha re d w/ o the r pro te a m me mb e rs prio r to ne xt jo int me e ting w/ pa rtie s  E sta b lish whic h me e ting s pro te a m me mb e r(s) will a tte nd & sc he dule  Me e ting no te s to b e pro vide d to a ll te a m me mb e rs

I NDI VI DUAL PRO ME E T I NGS W/ PART I E S  F ina nc ia l Ne utra l Me e ting (s) w/ Pa rtie s  I ndividua lly o r jo intly pe r pro te a m a g re e d upo n pre fe re nc e  Re vie w & e xe c ute fe e a g re e me nt  Pre pa re ' fine tune individua l b udg e ts  Disc uss inc o me & e xpe nse s  Atto rne ys sho uld no tify F N o f e a c h pa rty's le ve l o f a ssista nc e ne e de d in pre pa ring individua l b udg e ts  Ga the r info / do c s in re la tio n to a sse ts & lia b ilitie s  Asse ss ne e d fo r a ppra isa ls, vo c a tio na l re ha b , e tc .  Disc uss c o nc e pts suc h a s "L o ss Ave rsio n"  Co mmunic a te w/ o the r te a m me mb e rs if ne e de d

PRO T E AM PRE -BRI E F  Atto rne ys, F ina nc ia l Ne utra l & Me nta l He a lth Pro s re c o nve ne to pre pa re fo r se c o nd jo int me e ting w/ pa rtie s  Co nfirm whic h pro fe ssio na l(s) will a tte nd jo int me e ting & fo r wha t purpo se  I de ntify ho w e a c h pro fe ssio na l will pa rtic ipa te in jo int me e ting :  I s the re a re a so n fo r a pa rtic ula r pro to run the me e ting ?  MHP – c hild c usto dy issue s  F ina nc ia l Ne utra l – fina nc ia l issue s  Atto rne ys – le g a l issue s  Me e ting no te s to b e pro mptly pro vide d to a ll te a m me mb e rs

SE COND JOI NT ME E T I NG  Wo rk thro ug h Ag e nda pre vio usly e sta b lishe d b y pa rtie s & pro fe ssio na ls  Childre n's I ssue s  Divisio n o f Asse ts & L ia b ilitie s  Alimo ny / Spo usa l Suppo rt  I de ntify ne xt ste ps in pro c e ss & po te ntia l a g e nda fo r ne xt jo int me e ting  Ne xt me e ting da te , time & lo c a tio n  T a sks to b e c o mple te d b y e a c h te a m me mb e r b e fo re ne xt me e ting  Me e ting no te s to b e pro mptly pro vide d to a ll te a m me mb e rs  Co ntinue pro c e ss o f pre -b rie fs, me e ting s & po st-b rie fs a s ne e de d to c a se c o nc lusio n  Atto rne ys sho uld no tify F N o f do c s ne e de d fo r c o urt filing s

ADDI T I ONAL NOT E S F OR F I NANCI AL NE UT RAL S  Atto rne ys sho uld no tify F ina nc ia l Ne utra l o f pa rtie s' de sire to ha ve F N jo int c o lla b o ra tive te a m a s e a rly a s po ssib le in c a se  L e tte r o f E ng a g e me nt  Re g ula r, c o ntinuing c o mmunic a tio ns must b e ha d b e twe e n a tto rne ys & F N w/ re spe c t to F N's c a se invo lve me nt:  Ha ndling o f F N c o sts  Ca le nda r me e ting da te s, time s, lo c a tio ns  Me e ting s F N is e xpe c te d to a tte nd  Na ture & sc o pe o f wo rk e xpe c te d o f F N  Pre fe rre d me tho d o f c o mmunic a tio n w/ pa rtie s  L e ve l o f a ssista nc e ne e de d in pre pa ring b udg e ts  De a dline s  E xc ha ng e o f info / do c ume nta tio n  Me e ting no te s w/ a ny re le va nc e to fina nc ia ls must a lwa ys b e pro mptly pro vide d to F N